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This is the second article on how you can configure Dynamics CRM without writing code. In Part 1, I described the configuration options with System and Custom entities, as well as explaining how to use Business Rules. In this article, I will describe how you can configure Dynamics CRM using Workflows and Dialog, Business Process Flows, and Dashboards/Reports.

Dynamics 365 includes many new features, but it also deprecates some older features as well. In order to be prepared for your upgrade to Dynamics 365, it's important to identify what's changing, how it these changes will affect you, and what you can do to prepare.

The Team Member and Business Application subscriptions available with Dynamics 365 are an excellent way to reduce licensing costs by ensuring you're paying for only the functionality that users require. To make this easier, a full table of the detailed use rights is available here for review.

The licensing for Dynamics 365 can include many different Business Applications, Subscription Types, and pricing tiers. Hopefully this calculator can help break down the differences between the applications, tiers, and plans for Dynamics 365. Take a look at Dynamics 365 Licensing Made Simple for more details on the components which make up Dynamics 365, and Use Rights Breakdown for details the scope of use rights in Dynamics 365.

The Business Applications, Plans, Subscription Types, and features of Dynamics 365 can be a bit confusing. Here is a helpful breakdown of Dynamics 365 which lends to a better understanding of the new licensing model. Take a look at the Dynamics 365 Pricing Calculator for more details.

Microsoft has published a Field Service Mobile app, allowing customers using Field Service to move away from the previously required 3rd-party Resco mobile client and the managed solutions required for Resco and FieldOne.

Yet another great acquisition by Microsoft is pushing the boundaries even further in the CRM arena, with Dynamics users everywhere eagerly awaiting to reach beyond social engagement and insights, to full relationship mapping and analytics.

If you’ve ever tried to create an audit report for Dynamics CRM, you may have noticed that you can’t create one with the Report Wizard. The Audit Summary Report in the Settings area gives you some information, provided you enable auditing for the correct entities. However, if you need detailed information on your report, or you wish to share this report to others in CRM, you quickly realize that your options are limited.

The licensing for Dynamics 365 can include many different Business Applications, Subscription Types, and pricing tiers. Hopefully this calculator can help break down the differences between the applications, tiers, and plans for Dynamics 365. Take a look at Dynamics 365 Licensing Made Simple for more details on the components which make up Dynamics 365, and Use Rights Breakdown for details the scope of use rights in Dynamics 365.

The Business Applications, Plans, Subscription Types, and features of Dynamics 365 can be a bit confusing. Here is a helpful breakdown of Dynamics 365 which lends to a better understanding of the new licensing model. Take a look at the Dynamics 365 Pricing Calculator for more details.

Microsoft has published a Field Service Mobile app, allowing customers using Field Service to move away from the previously required 3rd-party Resco mobile client and the managed solutions required for Resco and FieldOne.

What if I told you that you had to take your management platforms and start over, but this time you needed to plan for the next generation of how you'd work with your teams. What if I told you that you needed to re-address how you dealt with your operational lifecycle, development, and release management. This is what my team and I did over the last several months. We decided that we'd look at what the management landscape will look like years from now and apply those concepts to the tools being released by Microsoft for the cloud-centric world.

Dynamics 365 includes many new features, but it also deprecates some older features as well. In order to be prepared for your upgrade to Dynamics 365, it's important to identify what's changing, how it these changes will affect you, and what you can do to prepare.

What if I told you that you had to take your management platforms and start over, but this time you needed to plan for the next generation of how you'd work with your teams. What if I told you that you needed to re-address how you dealt with your operational lifecycle, development, and release management. This is what my team and I did over the last several months. We decided that we'd look at what the management landscape will look like years from now and apply those concepts to the tools being released by Microsoft for the cloud-centric world.